TITLE

Carpe Datum, Part II

AUTHOR(S)
McCarthy, Ed
PUB. DATE
March 2000
SOURCE
Journal of Financial Planning;Mar2000, Vol. 13 Issue 3, p50
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article suggests ways of helping average financial planners achieve an acceptable level of information technology (IT) integration. The suggestions include the development of information technology skills internally, the utilization of a software developer/consultant, and the formation of a group to hire a developer/consultant. It is noted that there is no single, inexpensive solution to planners' IT problems. But as other professionals continue moving into the financial planning and wealth management business, competition for clients will increase.
ACCESSION #
2896375

 

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